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Building 2MODERN DOLLAR PLANNING, LLC

Map pinST. LOUIS, MO
Phone314-827-5852
NotebookSEC #801-128613
Total AUM
$159.1M
Employees
2
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1807 PARK AVENUE
ST. LOUIS
MO 63104
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
314-827-5852

ReceiptFinancials

Total AUM
$159.1M
Accounts
153
Discretionary
$159.1M
Accounts
153
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
104
AUM
$44.2M
HNW Individual Clients
49
AUM
$114.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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